Wp Wealth LLP Dimensional ETF Tr Core Fxd In Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wp Wealth LLP holds 2,774,923 shares of DFCF stock, worth $116 Million. This represents 23.4% of its overall portfolio holdings.
Number of Shares
2,774,923
Previous 2,662,187
4.23%
Holding current value
$116 Million
Previous $115 Billion
0.4%
% of portfolio
23.4%
Previous 23.84%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.63MShares$110 Million1.32% of portfolio